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Disclosery

Private Wealth Advisors, Inc.: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Private Wealth Advisors, Inc. on IJR, newest first. How the timeline and the estimate are built.

Private Wealth Advisors, Inc. held 8,411 IJR shares at 2020-12-31 per its 13F-HR filed 2021-02-09.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 8,411 shares
    Change vs previous 13F +8,411 shares

    0.44% of the 13F portfolio, value $773,000.

    13F-HR 0001462525-21-000001 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -38,092 shares

    13F-HR 0001085146-20-001340 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2019-12-31
    13F 38,092 shares
    Change vs previous 13F -14,067 shares

    1.69% of the 13F portfolio, value $3,165,000.

    13F-HR 0001085146-20-000584 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-09-30
    13F 52,159 shares
    Change vs previous 13F -25,402 shares

    2.07% of the 13F portfolio, value $4,060,000.

    13F-HR 0001085146-19-002840 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 77,561 shares
    Change vs previous 13F +6,520 shares

    2.15% of the 13F portfolio, value $6,071,000.

    13F-HR 0001085146-19-002140 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-03-31
    13F 71,041 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $5,481,000.

    13F-HR 0001085146-19-001458 filed by Private Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).